Read the screenplay: FANNIEGATE — $7 trillion. 17 years. The biggest fraud in American capital markets.

Seeking Alpha Author Since 2008

300+ Articles.
17 Years. One Investor.

Every thesis published under my real name. Every position disclosed. Every win celebrated. Every loss documented. No aliases. No deletions. No revisionism.

The complete public record of one investor's journey — from calling the 2009 bottom to going all-in on Fannie Mae preferred.

300+

Articles Published

2008

First Article

12+

Years GSE Coverage

1M+

Est. Page Views

The Track Record

Key Calls on Seeking Alpha

The biggest calls from 17 years of writing — the wins that built a following and the losses that taught humility. Every entry links to the original article.

WinLossOngoingNeutral
Oct 2008Win

Called GOOG & AAPL Near the Bottom

Published "Two Appealing Buys" on SeekingAlpha recommending Google and Apple while everyone else was panicking. Both went on multi-year runs.

Read Original Article on SA
Jan 2009Win

"A Bull is Born" at the Actual Bottom

Published this in January 2009 --- the market bottom. "I hope the idiots are SELL SELL SELL. I'll BUY BUY BUY." The S&P went on to 5x from here.

Read Original Article on SA
Mar 2009Win

Conseco: The No-Risk Play

Identified Conseco as a no-risk opportunity. "At the super market, 50%-off draws a stampede. At the stock market, 50%-off is a bomb threat."

Read Original Article on SA
Apr 2011Neutral

Warned About Chinese Stock Fraud

Published "The China Surprise is Lurking" on SeekingAlpha. Called out the fraud before it blew up. Then I learned my own lesson the hard way.

Read Original Article on SA
Sep 2011Loss-$1M+

CCME Collapse --- Lost Everything

China MediaExpress imploded. I lost a million dollars. Looked in the mirror and said "Glen, buddy... you're not as smart as you think you are." Liquidated everything. Moved home. Started over.

2014Ongoing

Started Buying Fannie/Freddie Preferred

Began accumulating FNMAS, FMCKJ, and the full basket of Fannie Mae and Freddie Mac junior preferred shares. Still holding. My entire net worth is riding on this.

Invalid DateOngoing

8 Fanniegate Books Published

One book per year documenting the largest fraud in American capital markets history. 8 years, 8 books, the definitive chronicle of the $5 trillion government theft from GSE shareholders.

Latest ArticleMarch 27, 2026

Fannie Mae And Freddie Mac: Why I Own Preferred Shares And What's Changed In 2026

Executive orders naming FHFA, pro-recap Treasury appointments, Pulte's “more likely than not” IPO call, the Collins remand closing, and why junior preferred shares offer structural protection that common shares lack. The most comprehensive update on the GSE thesis since 2024.

Read the Full Article

Body of Work

Article Categories

300+ articles organized by the five pillars of Glen's writing on Seeking Alpha.

GSE Analysis

150+ articles

The largest body of work. Hundreds of articles analyzing Fannie Mae, Freddie Mac, the Net Worth Sweep, and the path to recapitalization. The most comprehensive public record of the GSE conservatorship saga.

Value Investing Deep Dives

60+ articles

Bottom-up analysis of undervalued companies. Balance sheet breakdowns, margin of safety calculations, and thesis construction. From Conseco to Yellow Media to micro-caps nobody else covered.

Market Commentary

40+ articles

Big-picture market calls. "A Bull is Born" at the 2009 bottom. Warnings before corrections. Not predictions for clicks — actual thesis-driven market views backed by positions.

Macro Analysis

30+ articles

Federal Reserve policy, interest rates, housing markets, and government intervention in capital markets. Analysis of how macro forces impact specific holdings.

Special Situations

25+ articles

Restructurings, arbitrage opportunities, and event-driven plays. The Conseco no-risk play, Yellow Media preferred restructuring, and Chinese reverse-merger shorts.

Why I Write Publicly

Most finance writers use pseudonyms. They delete articles that age poorly. They curate highlight reels and pretend the losses never happened. I've always thought that was cowardly.

Every article I've published on Seeking Alpha is under my real name — Glen Bradford. Every position is disclosed at the time of writing. When I'm wrong, it stays up. When I lose money, I write about it. When I call something correctly, the original article with the original timestamp is right there for anyone to verify.

This is rare in finance. Most “thought leaders” have no skin in the game. They recommend things they don't own. They make predictions with no accountability. I think that's dishonest.

I don't respect people that recommend things they themselves do not own.

Writing publicly forces discipline. It forces you to articulate your thesis clearly enough that others can evaluate it. It creates a permanent record that keeps you honest. And it builds the kind of trust that anonymous newsletter writers can never earn.

— Glen Bradford, 300+ articles and counting

Read the Full Archive

Browse all 300+ articles on Seeking Alpha — from the 2008 debut to the latest GSE analysis. Sorted chronologically with full position disclosures.

Visit Glen's Seeking Alpha Profile

Some older articles are free. Newer content may require SA Premium.

Past performance is not indicative of future results. This is not financial advice or a recommendation to buy or sell any securities. All investments carry risk, including total loss. I am not a registered investment advisor. Do your own research.

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Recommended Resources

Tools & books I actually use and recommend

SeekingAlpha Premium

Quant ratings, earnings transcripts, and the stock analysis community where I published 300+ articles.

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A Random Walk Down Wall Street

Burton Malkiel's classic case for index investing. The book that convinced millions to stop stock-picking.

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The Little Book of Common Sense Investing

John Bogle's manifesto on why low-cost index funds beat everything else. Straight from the founder of Vanguard.

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